BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$176K 0.07%
+1,900
127
$167K 0.06%
3,185
+1,247
128
$162K 0.06%
4,619
+1,152
129
$162K 0.06%
3,511
-192
130
$153K 0.06%
4,324
-18
131
$151K 0.06%
3,608
+16
132
$151K 0.06%
5,113
+15
133
$147K 0.06%
1,792
-529
134
$145K 0.05%
1,165
-233
135
$138K 0.05%
1,333
136
$137K 0.05%
4,161
+1,437
137
$136K 0.05%
1,461
-69
138
$136K 0.05%
4,229
-47,374
139
$132K 0.05%
6,155
+2,815
140
$126K 0.05%
3,062
-445
141
$119K 0.04%
2,759
+13
142
$119K 0.04%
497
+106
143
$117K 0.04%
1,112
+349
144
$116K 0.04%
3,420
-800
145
$115K 0.04%
907
+6
146
$114K 0.04%
4,300
147
$114K 0.04%
1,155
-751
148
$109K 0.04%
3,864
+502
149
$107K 0.04%
1,425
-150
150
$103K 0.04%
9,163
4 5
6
7 8